Tips, Tricks & Best Practices

Is it possible to bulk enrich multiple Companies but only update one property called "Industry" via workflow, or is there any other option to do that? I really don't want to update street names or, in general, addresses, but I cannot find a way to e read more

I have been merging contact records via the Data Quality tool, and now I have boatloads of contacts with multiple open lead records! What do I do?? Is there an easy way to clean up and manage these duplicate leads? Thanks.

Here’s a cleaner, more professional version with better flow and clarity: --- Hi all, Quick question. I’m running into an issue with duplicate company records that I’d like to deduplicate. The challenge is that our SFDC integration needs to rem read more

Hi everyone! I'm currently looking for a solution on how to redirect prospects to the right person when they book a meeting on our website. For example, let's say that they are working in the entertainment industry and working in France, then th read more

Finallyyyyy. This has been such a pain in lead routing for forever. This update makes routing so much cleaner for us. we can actually trust team-based routing now instead of doing that annoying workaround where you jump into the assignment workflow read more

Does anyone know if a deal can be created from a website using a hubspot meeting booking form? We have this book a meeting form on our wordpress site using the hubspot wordpress plugin and when someone books a meeting, we would like it to create read more

Hi I would welcome any best practices / tips and tricks how to successfully reconcile the sales and finance views. how to setup a) optimal Deal Management for sales, where PO = Deal, with different product line items & price / margins b) read more

With the new beta projects, is there a way to tie it to a closed deal? i dont seem to find any way to do this...

New hubtstotter here... We have a bunch of companies added to our account. Trying to add contacts to them. however its giving me a error msg every time. I figured out why, its because the email domain doesn't match the company url. read more

Hello HubSpot experts, Our organisation has a requirement to report on a Deal role that is specific to our company. We need this custom property to be populated by the 'Created by user Id' property on the Deal, but the custom property needs to be a read more

I’ve noticed something shift in the last year. People aren’t asking whether AI detection works anymore. They’re asking who they can still trust. In 2026, almost everything we read online has passed through some kind of AI. Emails. Blog dra read more

Hi, I am need to add a weighted ARR to the Deal board. As far as I understand from previous posts, this is/ was not possible. Have there been any updates or are there any suggestions on what to do instead?